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Home My WebLink About07-26-101505607121 REV-~ goo EX (06-05) OFFICIAL USE ONLY PA Department of Revenue Coun Code Year Fite Number Bureau of Individual Taxes INI-tERITANCE TAX RETURN ~ Po eox ~sasot 2 1 1 D 0 0 1 7 • Harristwrg, PA 17128-0609 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death Date of Birth 2 1 0 1 2 2 4 2 1 0 1 0 1 2 0 1 0 1 D 1 2 1 9 2 3 Decedent's Last Name Suffix Decedent's First Name MI H A L L BET T Y J (if Appltcabls) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL iN APPROPRIATE OVALS BELOW 1. Original Return ^ 2. Supplemental Return ^ 3. Remainder Return (date of dea#h prior to 12-13-82) ^ 4. Umited Estate ^ 4a. Future Interest Compromise (date of ^ 5. Federal Estate Tax Return Required death after 12-12-82) [~ fi. Decedent Died Testate ^ 7. Decedent Maintained a Living Trust 8. Total Number of Safe Deposit t3oxes {Attach Copy of Witl} {Attach Copy of Trust) ^ 9. Litigation Proceeds Received ^ 10. Spousal Poverty Credit (date of death ^ 11. Election to tax under Sec. 9913(A) ~~ between 12-31-91 and 1-1-95) (Attach Sch. O) CORRESPONDENT -THIS SECTION MUST i3E COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD 8E DIRECTED T0: i Name Daytime Telephone Number R O G E R B I R W I N E S Q U IRE 7 1 7 2 4 9 2 3 5 3 Firm Name (If Applicable) I R W I N & M c K N I G H T, P C• First line of address 6 0 W E S T P 0 M F R E T S T R E E T Second line of address City or Post Office C A R L I S L E State P A REGISTER OF WILLS USEpI,yLY ,[-~ ~:~ c= ~, ~-~ T ; ~ =f , _ - •_ . :. t _-- -~ .. -' .` ti.J ~~:~ - __ . -ra ~ DA FILED ,. r_.,.~ Z1P Cade ~ 1 7 0 1 3 .-,., _, .~ ~_~_ r :. ~ t ,. ~-, .s Correspondent's a-mail address: Under penalties of perjury, I declare that t have examined this return, including accompanying schedules and statements, and to the hest of my knowledge and belief, it is true, correct and canplste, Dedaration of preparer other than the personal representative is based on all lnformatbn of which preparer has any knowledge. OF~ O~,RE\SPONSIBLE FOR FILING RETURN 2337 WINGS FOOT ROAD HALF MOON BAY StGNATJdRE OF PR ER ER THAN REPRESENTATNE AD SS ~.~-~-"'-. 6 WEST POMFRESTREET CARLISLE PLEASE USE ORIGINAL FORM ONLY Side 1 1505607121 DATE ?~~. ~ .~ CA 940],9 DAVE , '~ J ~~- l~t`iJ i PA 17013 1505607121 J ~~ ~~ t ~ 1505607221 REV-1500 EX Decedent's Social Sec urity Num ber Decedent's Name: BETTY J• HALL 2 1 0 1 2 2 4 2 1 RECAPITULATION 1. Real estate (Schedule A) ........................................ 1. 1 4 3 5 0 0. 0 0 2. Stocks and Bonds (Schedule B) .................................. 2. • 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) ..... 3. • 4. Mortgages 8~ Notes Receivable (Schedule D) ........................ 4. • 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) ....... 5. 4 7 2 8 . 0 0 6. Jointly Owned Property (Schedule F) ^ Separate Billing Requested ....... 6. 1 2 9 ? 8 . 0 8 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) ~ Separate Billing Requested ....... 7. 6 6 0 . 2 9 8. Total Gross Assets (total Lines 1-7) ........................... 8. 1 6 1 8 6 6. 3 7 9. Funeral Expenses 8 Administrative Costs (Schedule H) ................ 9. 1 4 1 7 7 • 5 4 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) ... ......... 10. 2 0 3 9 . 4 4 11. Total Deductions (total Lines 9 & 10) .................. ......... 11. 1 6 2 1 6 . 9 8 12. Net Value of Estate (Line 8 minus Line 11) ................ ......... 12. 1 4 5 6 4 9 . 3 9 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) ......... ......... 13. 14. Net Value Subject to Tax (Line 12 minus Line 13) ......... ......... 14. 1 4 5 6 4 9 • 3 9 TAX COMPUTATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) x .0 0. 0 0 15. 0. 0 0 16. Amount of Line 14 taxable at lineal rate X .045 1 4 5 6 4 9. 3 9 16. 6 5 5 4. 2 2 17. Amount of Line 14 taxable 0 at sibling rate X .12 0 0 17. 0 . 0 0 18. Amount of Line 14 taxable at collateral rate X .15 0 0 0 18. 0 . 0 0 19. Tax Due .... ................................... ..... . . . . 1 g, 6 5 5 4 . 2 2 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT Side 2 1505607221 1505607221 J REV-1500 EX Page 3 File Number Decedent's Complete Address: 21 10 0017 DECEDENT'S NAME BETTY J. HALL __~ STREET ADDRESS 127 BROOKWOOD DRIVE __,. CITY CARLISLE STATE PA ZIP 17013 Tax Payments and Credits: 1. Tax Due (Page 2 Line 19) (1) 6,554.22 2. CreditslPayments A. Spousal Poverty Credit B. Prior Payments 5, 000.00 C. Discount 327.71 Total Credits (A + B + C) (2) 5, 327.71 3. Interest/Penalty if applicable D. Interest E. Penalty Total InterestlPenalty (D + E ) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Fill in oval on Page 2, Line 20 to request a refund. 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. A. Enter the interest on the tax due. (3) (4) 0.00 0.00 {5) 1,226.51 (5A) B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B) 1,226.51 Make Check Payable fo: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. retain the use or income of the property transferred : ................................................................. ..... ^ ^ 0 b. retain the right to designate who shall use the property transferred or its income; ......................... ...... ^ c. retain a reversionary interest; or .......................................................................................... ...... ^ d. receive the promise for life of either payments, benefits or care? ................................................. ...... 2. If death occurred after December 12,1982, did decedent transfer property within one year of death ^ D without receiving adequate consideration? ................................................................................. " ...... ^ or payable upon death bank account or security at his or her death? ... 3. Did decedent own an "intrust for ...... 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? ............................................................................................ ...... ~ ^ IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS iS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT A;S PART OF THE RETURN. For dates of death on or after July 1,1994 and before January 1,1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is three (3) percent [72 P.S. §9116 (a) (1.1) (i)]. For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is zero (0) percent [72 P.S. §9116 (a) (1.1) (ii)]. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclo:>ure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1, 2000: The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent, or a stepparent of the child is zero (0) percent [72 P.S. §9116(a)(1.2)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is four and one-half (4.5) percent, except as noted in 72 P.S. §9116(1.2) [72 P.S. §9116(a)(1)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is twelve (12) percent [72 P.S. §9116(a)(1.3)]. A, sibling is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. REV-1502 EX + (6-98) SCHEDULE A ' COMMONWEALTH OF PENNSYLVANIA REAL ESTATE INHERITANCE 7AX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER BETTY J. HALL 21 10 0017 All real property owned solely or as a tenant in common must be reported at fair market value. Fair market value is defined as the price at which property would be exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts. Real roe which is 'ointl -owned with ri ht of survivorshi must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. 127 BROOKWOOD DRIVE, CARLISLE, PENNSYLVANIA 143,500.00 SOLD -SETTLEMENT SHEET ATTACHED TOTAL (Also enter on fine 1, Recapitulation) ~ $ 143,500.00 (If more space is needed, insert additional sheets of the same size) REV-1508 EX + (6-98) SCHEDULE E COMMONWEALTH OF PENNSYLVANIA CASH, BANK DEPOSITS, & MISC, INHERITANCE TAX RETURN PERSONAL PROPERTY RESIDENT DECEDENT ESTATE OF FILE NUMBER BETTY J. HALL 21 10 0017 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. PERSONAL PROPERTY -APPRAISAL ATTACHED 828.00 2. 2002 BUICK CENTURY ~ 3,900.00 TOTAL (Also enter on line 5, Recapitulation) ~ $ 4,728.00 (It more space is needed, insert additional sheets of the same size) REV-1509 EX + (6-98) SCHEDULE F COMMONWEALTH OF PENNSYLVANIA JOINTLY-OWNED PROPERTY INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER BETTY J. HALL 21 10 0017 If an asset was made joint within one year of the decedent's date of death, it must be reported on Schedule G. SURVIVING JOINT TENANT(S) NAME ADDRESS RELATIONSHIP TO DECEDENT A. JOHN A. HALL 2061 RESERVOIR DRIVE CARLISLE, PA 17013 SON B SARAH. SORRESSO c JOINTLY-OWNED PROPERTY: 4 CLEARVIEW AVENUE CARLISLE, PA 17013 GRAND-DAUGHTER ITEM NUMBER LETTER FOR JOINT TENANT DATE MADE JOINT DESCRIPTION OF PROPERTY INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT NUMBER OR SIM{LAR IDENTIFYING NUMBER. ATTACH DEED FOR JOINTLY-HELD REAL ESTATE. DATE OF DEATH VALUE OF ASSET % OF DECD'S INTEREST DATE OF DEATH VALUE OF DECEDENT'S INTEREST 1. A. 03/1986 MEMBERS 1ST FEDERAL CREDIT UNION - 2,999.83 50. 1,499.92 SAVINGS ACCOUNT #15494-00 2. A. 09/1983 MEMBERS 1ST FEDERAL CREDIT UNION - 1,107.81 50. 553.91 CHECKING ACCOUNT #15494-11 3. A. 03/2009 MEMBERS 1ST FEDERAL CREDIT UNION - 9,175.08 50. 4,587.54 CERTIFICATE OF DEPOSIT #15494-42 4. A. 03/2006 MEMBERS 1ST FEDERAL CREDIT UNION - 12,076.09 50. 6,038.05 CERTIFICATE OF DEPOSIT #15494-47 5. B. 02/1991 MEMBERS 1ST FEDERAL CREDIT UNION - 594.93 50. 297.47 SAVINGS ACCOUNT #118719-00 6. B. 06/2006 MEMBERS 1ST FEDERAL CREDIT UNION - 2.38 50. 1.19 CHECKING ACCOUNT #118719-11 TOTAL (Also enter on line 6, Recapitulation) I $ 12, 978.08 (If more space is needed, insert additional sheets of the same size) REV-1510 EX + (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY ESTATE OF FILE NUMBER BETTY J. HALL 21 10 0017 This schedule must be completed and filed if the answer to any of questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET is yes. ITEM NUMBER DESCRIPTION OF PROPERTY INCLUDE THE NAME OF THE TRANSFEREE, THEIR RELATIONSHIP TO DECEDENT AND THE DATE OF TRANSFER.ATTACHACOPYOFTHEDEEDFORREALESTATE. DATE OF DEATH VALUE OF ASSET % OF DECD'S INTEREST EXCLUSION (IFAPPLICABLE) TAXABLE VALUE 1. MEMBERS 1ST FEDERAL CREDIT UNION 660.29 100. 660.29 IRA CERTIFICATE #15494-16 BENEFICIARY: JOHN A. HALL TOTAL (Also enter online 7 Recapitulation} ~ ~~ 660.29 (If more space is needed, insert additional sheets of the same size) REV-1511 EX + (10-06) SCHEDULE H COMMONWEALTH OF PENNSYLVANIA FUNERAL EXPENSES & IN RESIDENT D N ADMINISTRATIVE COSTS ECEDENT ESTATE OF FILE NUMBER BETTY J. HALL 21 10 0017 Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. HOFFMAN-ROTH FUNERAL HOME 3,314.52 2. FIRST UNITED CHURCH OF CHRIST -FELLOWSHIP HALL 100.00 3. KEN STONER (SEXTON) 100.00 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative (s) Street Address City State Zip Year(s) Commission Paid: 2, Attorney Fees IRWIN & McKNIGHT, P.C. 8,000.00 3. Family Exemption: (If decedents address is not the same as claimants, attach explanation) Claimant Street Address City State Zip Relationship of Claimant to Decedent 4. Probate Fees REGISTER OF WILLS 382.50 5 Accountants Fees 6. Tax Retum Preparers Fees PATRICIA A. ROSENDALE, CPA 450.00 7. REGISTER OF WILLS -FILING FEE 30.00 8. STEVEN W. BARRETT REAL ESTATE -APPRAISAL ON REAL ESTATE 350.00 9. ROY D. GOTTSHALL -APPRAISAL ON PERSONAL PROPERTY 60.00 10. THE SENTINEL -ESTATE NOTICE 198.16 11. CUMBERLAND LAW JOURNAL -ESTATE NOTICE 75.00 12. REGISTER OF WILLS -SHORT CERTIFICATE 12.00 13. ROWE'S AUCTION SERVICE -PUBLIC SALE COMMISSION 739.80 14. DONALD K. HEISHMAN -LAWN CARE 275.00 15. CLOSING COSTS FROM SALE OF REAL ESTATE 90.56 TOTAL (Also enter on line 9, Recapitulation) $ 14.177.54 (If more space is needed, insert additional sheets of the same size) REV-1512 EX + (12-03) SCHEDULE 1 COMMONWEALTH OF PENNSYLVANIA DEBTS OF DECEDENT, INHERITANCE TAX RETURN MORTGAGE LIABILITIES, & LIENS RESIDENT DECEDENT ESTATE OF FILE NUMBER BETTY J. HALL 21 10 0017 Report debts incurred by the decedent prior to death which remained unpaid as of the date of death, including unreimbursed medical expenses. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1, UGI -UTILITY 843.26 2. EMBARQ -TELEPHONE 110.51 3. PP&L -ELECTRIC 363.80 4. NORTH MIDDLETON AUTHORITY -WATER/SEWER 251.02 5. COMCAST -CABLE 6.13 6. ROBIN K. SOLLENBERGER -REAL ESTATE TAXES 358.18 7. WEST SHORE EMS -AMBULANCE 61.61 8. YORK WASTE DISPOSAL -TRASH ~ 93 TOTAL (Also enter on line 10, Recapitulation) I ~ 2,039.44 (If more space is needed, insert additional sheets of the same size) REV-1513 EX + (g-00) SCHEDULE J COMMONWEALTH OF PENNSYLVANIA BENEFICIARIES INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER BETTY J. HALL 21 10 0017 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE I TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116 (a) (1.2)] 1. BRENDA A. SORRESSO Lineal 36,412.34 4 CLEARVIEW AVENUE 1/4TH REMAINDER CARLISLE, PA 17013 2. LINDA J. COMP Lineal 36,412.35 1750 KINGS ROAD 1/4TH REMAINDER HANFORD, CA 93230 3. DAVID R. HALL Lineal 36,412.35 2337 WINGED FOOT ROAD 1/4TH REMAINDER HALF MOON BAY, CA 94019 4. JOHN A. HALL Lineal 36,412.35 2061 RESERVOIR DRIVE 1/4TH REMAINDER CARLISLE, PA 17013 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET jj, NON-TAXABLE DISTRIBUTIONS: 1. A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAXIS NOT BEING MADE B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 1. TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $ (lf more space is needed, insert additional sheets of the same size) A '1fitt~t iA .~r~t~mertt I, BETTY J. HALL, of North Middleton Township, Cumberland County, Pennsylvania, declare this instrument to be my last will and testament, hereby expressly revoking all wills and codicils heretofore made by me. 1. I direct my executors to pay all of my debts, funeral and administrative expenses as soon as may be done conveniently after my decease. 2. I authorize and empower my executors to sell any realty owned by me at my death and not specifically devised or bequeathed herein, at either public or private sale, and to give good and sufficient deeds therefor, in fee simple, as I could do if 1 iviny. 3. I give, devise and bequeath all of my estate of every nature and wherever situate to my four children, share and share alike, the child or children of any deceased child taking the share their parent would have taken if 1 iving. 4. It is my desire that any family member have the first choice to purchase my home property and if Brenda Sorresso is 1 iv ing at my home, at the time of my death, and if she does not desire to purchase the property, she is to be given one hundred eighty (180 days before having to vacate, with the understanding that she will pay the utilities. 5. I nominate and appoint Linda J. Comp and David R. Hall t s r to be the executors of this my last will and testament; they are to serve as such without bond. Should they die before my death, renounce or refuse to serve for any reason, or die leaving any Hof my estate unadministered, I nominate and appoint Brenda Sorresso and John A. Hall, as substitute executors, with the same powers as are given herein to my executors, and also to serve as such without bond . 6. I hereby suggest that my personal representatives retain the services of Irwin, Irwin & McKnight, as attorneys in the settlement of my estate. IN WITNESS WHEREOF, I hav a hereunto set my hand and seal this ~~ day of December, 1991. ~~- SEAL) BETTY ~1~LL Signed, sealed, published and decl ared by Betty J. Hal 1, the testatrix above named, as and for her last will and testament, 'in the presence of us, who at her request, in her presence and 'in the presence of each other have subscribed our names as witnessE1s hereto . +, r ~ ACKNOWLEDGEMENT AND AFFIDAVIT WE, BETTY J. HALL, BETZI A. MORRISON and SHARON L. SCHWALM, the testatrix .and witnesses respectively, whose names are signed to the foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority that the testatrix signed and executed the instrument as her Last Will and that she had signed willingly, and that she executed it as her free and voluntary act for the purpose herein expressed, and that each of the witnesses, in the presence and hearing of the testatrix, signed the Will as a witness and that to the best of their knowledge the testatrix was, at that time, eighteen years of age or older, of sound mind and under no constraint or undue influence. :~ BETTY J. ~AL~ Z A. OR ISO SHARON L. SC~IWALM COMMONWEALTH OF PENNSYLVANIA : S5: COUNTY OF CUMBERLAND Subscribed, sworn to and acknowledged before me by BETTY J. HALL, the testatrix, and subscribed and sworn to before me by BETZI A. MORRISON and SHARON L. SCHWALM, witnesses, this 5r day of December, 1991. NATr~~- ~~. ~~.~1. ~l1.IS~.~ ~RG~i, ~k.lA ' ~F~L4i': t7 L Mme!=~.~. '': - ~ ~ • .: _,: ~,OWE'S AUCTION SERVICE HRH z9L~ 2505 Ritner Highway Carlisle, PA 17015 T_-ave Rowe (AU 2295L) Bill Rowe (AU 1538L) 249-1978 697-4794 249-2677 SELLERS NAME ADDRESS OTHER n Is Action Call ``Rowe" For Satisfaction Y ~ C' ~~ ~i~~ 1 YG'~ ~1 h ~ _ _ DATE -,.~ ~~~ ~ t' ~.. PHONE '~' ~~J r 7~G~ ._~~ ~~ ~- AUCTION);ER % ..........~...-y.. ~,....~..._, AUCTION DATE/LOCATION CLERK % DESCRIPTION OF MERCHANDISE 1; -~ t,h { r.~ ~# ~ ~~,K l., ~~ u ,l _~~ _~ ~G( 11i1 ! r~ f 7~r'v~ s ~R~ ~C ~ t~~ ~ ~E! ~ r ,~I~ 1` ~f2~~Y / ~~S /(~ L7 ~ ~`G'r~ G ~ ~~ G / L ~. ~"/'; I Commission th~Auctioneers to sell them andise to the highest bidder by Public Auction. 1Vlerchandise to be sol ~ is groups ecess Lain bids. I certify that I am the owner or authorized represen- tative o the rcha e, g s an perty and have good title and the right to sell and that they are free from i c br ces. I a ee t e all responsibility for providing merchantable title and for delivery of title o t e urchaser. I e armless the Auctioneers against any claims of the nature referred to in this ent. /1 ~ ~ _ /~ AUCTION SIGNATURE SELLER SIG ATURE ~ ~_ Total Sales tClerking Tickets Attached) ~ ~ ~- Less Sale Expense: ~~~- ro ?~ S % Commission Auctioneer ~ ~' e~ ~ - - % Commission Clerks ~ OTHER~~:~ ~---~~-- ~h~''~-.S L'~- TOTAL SALE EXPENSE DEDUCTED ~ ~ ~ ~~ 'y.~ SELLERS NET ~ ~ ~ -~ St ~a'b~'~,~ ~~? ,, MEMBERS 1 FEDERAL CREDIT UNION SAVINGS ACCOUNT: `~~~~" ~" r> ~ ~j~' ~_~~~~ '~ Account Number/Suffix 15494-00 Date Account Established 11/19/1973 ;;cu+lill~ ~. ~ ,,-. ~j ~ i~ l~l ~~ t Principal Balance at Date of Death $2,999.83 ,}Ili! ~~ ~~ ' l ~~rl!~~ ` Accrued Interest to Date of Death $.00 :t, ~. , ~ Total Principal and Accrued Interest $2,999.83 Name of Joint Owner John Hall Date Joint Ownership Established 03/04/1986 CHECKING ACCOUNT: Account Number/Suffix 15494-11 Date Account Established 09/01/1983 Principal Balance at Date of Death $1,107.81 Accrued Interest to Date of Death $.00 Total Principal and Accrued Interest $1,107.81 Name of Joint Owner John Hall Date Joint Ownership Established 09/01/1983 IRA CERTIFICATE: Account Number/Suffix 15494-16 Date Account Established 04/24/2009 Principal Balance at Date of Death $660.29 Accrued Interest to Date of Death $.00 Total Principal and Accrued Interest $660.29 Name of Beneficiary John Hall CERTIFICATES OF DEPOSIT: Account Number/Suffix 15494-02 15494-47 Date Account Established 03/23/2009* 03/08/2006 Principal Balance at Date of Death $9,175.08 $12,076.09 Accrued Interest to Date of Death $.00 $.00 Total Principal and Accrued Interest $9,175.08 $12,076.09 Name of Joint Owner John Hall John Hall Date Joint Ownership Established 03/23/2009 03/08/2006 *Rollover from certificate 15494-45, originally established 04/22/2008. VISA ACCOUNT: Account Number 4672090000289173 Date Account Established 09/12/1986 Balance on Date of Death $.00 Joint Cardholder None LOAN ACCOUNT: Account Number 15494-01 Date Account Established 02/28/1980 Balance on Date of Death $.00 Name of Co-maker None M MBERS 1ST FEDERAL REDIT UNION ~\. ~~ ~~~ Danielle A. line ` Lending Insurance Support Specialist February 18, 2010 Estate of: BETTY JEAN HALL Date of Death: 01/01/2010 Social Security Number: 210-12-2421 St 5000 Louise Drive P.O. Box 40 Mechanicsburg, Pennsylvania 17055 (800) 283-2328 wu~vmemberslst.org St MEMBERS 1St FEDERAL CREDIT UNION PRIMARY OWNER: Sarah Sorresso SAVINGS ACCOUNT: Account Number/Suffix Date Account Established Principal Balance at Date of Death Accrued Interest to Date of Death Total Principal and Accrued Interest Name of Joint Owner Date Joint Ownership Established CHECKING ACCOUNT: Account Number/Suffix Date Account Established Principal Balance at Date of Death Accrued interest to Date of Death Total Principal and Accrued Interest Name of Joint Owner Date Joint Ownership Established 118719-00 02!01!1991 $594.93 $.00 $594.93 Betty Jean Hall 02/01 /1991 118719-11 06!06!2006 $2.38 $.00 $2.38 Betty Jean Hall 06/06/2006 1~~ ~y ~~,~~- ~;: ~<, .r.> ;;=,:,. .Y D°> d`' 6, i~ Div ~. ~ l~ ~~,~r~q~U~~~{/~~i//~~j~~,~ ~, Vj• ('e M II+ABERS 1ST FEDE L CRED UNION Danielle P-. Kline Lending Insurance Support Specialist February 18, 2010 Estate of: BETTY JEAN HALL Date of Death: 01/01/2010 Social Security Number: 210-12-2421 5000 Louise Drive P.O. Box 40 Mechanicsburg, Pennsylvania 17055 (800) 283-2328 w~nvmemberslst.org ,..~ OMB Approval No. 2502-0265 a~ ~'~~ A. Settlement Statement (HUD-1) .~ ^Conv. Unins. ^ RHS 3 ^ FHA 2 1 6. Fite Number: 7. Loan Number: 8. Mortgage Insurance Case Number: . . . HALLD6-10 1077338 4. ^ VA 5. ^Conv. lns. C. Note: This form is furnished to give you a statement of actual settlement costs. Amounts paid to and by the settlement agents are shown. Items marked "(p.o.c)" were paid outside the closing; they are shown here for informational purposes and an: not included in the totals. D. Name & Address of Borrower: E. Name 8 Address of Seller: F. Name 8 Address of Lender: DAVID R. HALL, NANCY B. HALL BETTY J. HALL FNBCC THRU AHB DIVISION 2337 WINGED FOOT ROAD, HALF MOON BAY, CA 127 BROOKWOOD DRIVE, CARLISLE, PA 17013 94019 G. Property Location: H. Settlement Agent: I. Settlement Date: 06/25/2010 127 BROOKWOOD DRIVE I&M REAL ESTATE SERVICES, LLC Disbursement Date: 06/25/2010 Carlisle, PA 17013 Telephone: 717-249-2353 Fax: 717-249-6354 North Middleton Township Place of Settlement: TitleExpress West Pomfret Professional Bldg, 60 West Pomftet Street, Printed 06/28/2010 at 9:18 am Carlisle PA 17013 by JMR J. Summary of Borrower's Transaction 102. Personal property 103. Settlement charges to borrower (line 1 104. 105. Ad ustmerrts for items aid seller in advance 106. CityRown taxes to 107. County taxes to 108. school taxes to 109. 110. 111. 112. 120• Gross Amount Due from Borrower w•• I ~.' ;A~IIQtlnbi~Pdid: ~ ;Q~I~OfiBWAD1N![ , 201. Deposit or earnest money 202. Principe{ amount of new loan(s) 203. Existin to s taken sub'ecl to 204. 205. 206. Credit of inheritance fm Est of Betty J. Hall 1l4 INT 207. 206. 209. Ad ustments for items un id b seller 210. Cityftown taxes to 211. County taxes to 212. school taxes to 213. 214. 217. 218. 402. Personal ro 3,764.57 403. 404. 405. Ad ustments for items aid b seller in advance 406. City/town taxes to 407. County taxes to 408. school taxes to 409. 410. 411. 412. 147,264.57 420. Gross Amount Due to Seller 143,500.00 . 1 ilia ~~:i-. ~~s. .;,C°._ 501. Excess deposit (see instrucctions) 111,400.00 502. Settlement charges to seller (line 1400) 90.56 503. Existin loa s taken sub'ect to 504. Payoff of first mortgage loan 505. Payoff of second mortgage loan 35,875.00 506. Credit of inheritance ftn Est of Betty J. Hall 1i4 INT 35,875.00 507. Ad'ustments for items un aid b seller 510. Cityltown taxes to 511. County taxes to 512. school taxes to 513. 514. 515. 516. 517. 518. 519. ~0• Total Paid r Borrower 147,275.00 520. Total Reduction Amount Due Seller 35,965.56 ~aya ,~a,~j~ alYVi!1'~L. ;... w~ r.:,~ ~ :: ~ ..: ':.: ;•~e* .i, ~. ~., .~ !I ...t. v t ,, 7 xf~.-...R~.,_ ...-... ..•. ., .. .. .~~ ...!': ~ 'S .Y,.~ U ;. .+S+FTz.1r-..' 301. .. . Gross amount due from borrower (line 120) 147,264.57 601. Gross amount due to seller (line 420) 143,500.00 302. Less amounts paid by/for borrower (line 220) 147,275.00 602. Less reductions in amount due seller (line 520) 35,965.56 303. Cash ^ From ^X To Borrower 10.43 603. Cash X^ To ^ From Seller 107,534.44 e u ,e a np u en or ,s w a ron o a on a m mm r nse or rewewnp, a ne s rs a0eney may m o a you are n requ o mm0 e e Inls fame unless II dkplays a arrently valltl OMB control numoer. No confidendaiNy Is assured: m15 disdasure is mandatory. Thb 4 tleslpned to provide Ills patlks to a RESPA covered transaWon vriUl Inlomlallen dudny the seNemenl Drersaa Previous editions are obsolete Page 1 of 4 HUD-1 ,~~~~~p~•r~ ~ Siy.~-.1~f ~"2N~a {~xr~ # i ~ y , ~ F ~c !~} o rl i 1-~ r. tF.ii• .~ fr~1,~ 1 't Y~ML7" R. y` YMtl ~' ~~d f..r r r 4F~~ t/R. s 3 ~ i • •n r Y.,- ai~rr ur _ l i r+ a. _ R 5N ty. f 1~ V U ~ [ 1 + ~.+ ~ ~..Rl+ 701. $0.00 to 702. $0.00 to 0 . ~ ,M ~ r ~ ~ f t`.~~'~ _ 1. ~ • ,;^i.~.,^• ' ,:i:a ~ ;}a ~ ~ ~ ~ ~~~~: ~ . } q' ~ ~y [ : . ~. [ ~~ .nd 703. Commission paid at settlement .. ~r nl ti.i-st n j f +2 Aim ~J~' J(•I .. J~•,J~y refl. f~, M.~~ r }s~ * ~ ' [ .~.•y4 .1+' S dl~ ~ Y ~v if kFf . • .. f ~.[rv .... .1 7. ... •..y. :.....a ..IG r... F.7r -• :,..... .... ..( ... 2...L _.. .rrv-..r~:. n. rt 1 ir- d .} Y. 5i • 801. Our originatlon charge (Includes Origination Point % or $0.00) $881.20 (from GFE #1) 802. Your credit or charge (points) for the specific interest rate chosen $ (from GFE #2) 803. Your adjusted origination charges (from GFE A) 881.20 804. Appraisal fee to UNITED LENDER SERVICES (from GFE #3) 450.00 805. Credit report to FIRST AMERICAN CREDCO (from GFE #3) 20.00 806. Tax service to FIRST AMERICAN TAX SERVICE (from GFE #3) 96.00 807. Flood certification to FIRST AMERICAN FLOOD DATA (from GFE #3) 12.50 808. to A' :: •1 -' i 1 r. F1G'i' 1' Y~ • 1St '{.• 3 ~,. i rfY 5 r X 1. ( V / f.FK.~~ [F r ~. •7L ~at~. .r •: f % ~ 1r~rla~ ^,.k1G: f~.:3:'Eh ..;ri<kd~i~~Y.:irfti° r:~iY { ~ .°'~...brr i!~ F ~ Y.i. h): r:i ~•C!yunJ._ ~'f..; u i ~k f.•.'x~.p.._n_ 901. Daily interest charges from from 06/25/2010 to 07101/2010 ~ $17.0200/day (from GFE #10) 102.12 L..Z 7' .hJ T .~l~~iF~~~•rK ..a;a..t~.:.tr.) .. ~. ~:, ti:.:,4?i:;it 902. Mortgage Ins. Premium for months tp (from GFE #3) 903. Homeowners insurance for 12 months to STATE FARM (from GFE #11) 593.00 904, months to from GFE #11 • *_ ". .•.. ._ •~. Y ~':7 t ~ !~' - T S ~ err x ct .+. [ Y•Y~f-- ll5t A 1p~ . ~.,~. a 'r ~ S',: .,1 1 r .tr ~.~r ~ n r >r, ;r,F ..'C` 43 N:I # ?,.r M p+.,dl• •.a!6S ~1yr K_...:~•.n. ?I.Y~.. .>i r).:. ~;, nY•_...4~:r',rY~'3... ~-~:^[~.wr .. :?~~-ic~.r....f ...ic~:.e.er)! ...4is,r~.~..:.+{.%~:. ef,'.Ci r.. ~• i Y r : i~ l ) t ..~ .a. :7~.rr.. s1~...:~4! 1001. Initial deposit for your escxow account (from GFE #9) 1002. Homeowners insurance months $ 49.42/month $0.00 1003. Mortgage Insurance months $ O.OOlmonth $0.00 1004. City Property Tax months $ O.OO/month $0.00 1005. County Property Tax months $ O.OO/month ~•~ 1006. school taxes months $ O.OO/month $0.00 1007. Aggregate Adjustment S~v~ ,S 3 $0.00 In ~ Y Y ~ ~L l.. l/$=ariil'G.~~~~.ti~ a r.: i N.ks' ' • : j il.n1~-:r.~ x'•V.~I~ t~Ntyf6" 11 ~N~ ~I.~~[^~t •b ~/r~~t:'i• '~{= 1" l ~ NV 57~~ t ti '~ ~... ~ ~(hr t y~'l}i~x'l~!i~~:+m~~ •.T.-~ 1101. Title services and lenders title insurance - (from GFE #4) „ 1 ,.fl~R.~ ~• ~' ...^`• ~..~r 1,235.75 ~, !"' SE 1102. Settlement or closing fee to $ 1103. Owners title insurance (from GFE #5) 160.00 1104. Lenders title insurance $918.75 1105. Lenders title policy limit $111,400.00 1106. Owners title policy limit $143,500.00 1107. Agents portion of the total title insurance premium $916.94 1108. Underwriters portion of the total title insurance premium $161.81 1109. End 1001100 to STGCfl&MREAL ESTATE $50.00 1110. End 3001300 to STGC/l&MREAL ESTATE $~•~ 1111. End 90018.1 to STGCA&MREAL ESTATE $50.00 1112. ClosingSvcLtr1CSL to STGC/l&MREAL ESTATE $75.010 ~~ -a ». " t ''mil y~rp ~.,•'-~'..1;?•j(.!7'.sl~'Ej1+,+Yy~ .RF -f^ 7+rl..rr K .+"s 3~1.~1~~. ~t'41"~~s+ .A~ h=R~2 _;;<. r.Cf •.4.l;._.z°~17. __ i Y +_ .ter.; ..t,,,y.,,.x.,.. }r.-s. 1201. Govemmant recording charges (from GFE #7) ,~. 8`Ijt~' It~:sS ~.rSk,r . 4. ..._ 4 160.00 `~ •i r1~••.. .r ~ ,•l.y~ _ t~. i.ar - 1202. Deed $70.00 Mort a $90.00 Release $0.00 1203. Transfer taxes (from GFE #8) 1204. CitylCounty taxlstamps Deed $0.00 Mort a $0:00 1205. State Taxlstamps Deed $0.00 Mort a $0.00 1206. Deed $0.00 Mort a $0.00 1207. 1301. Required services that you can shop for (from GFE #6) 54.00 1302. Survey to $ 1303. to 1304. SEWER BILL 5111 TO 6125110 to $ 90.56 1305. tax adjustment from seller to $54.00 ~ - . . ~ • 3,764.57 90.56 'Paid outside of closing by (B)orrower, (S)eller, (L)ender, (I)nvestor, Bro(I~er. Previous editions are obsolete Page 2 of 4 HUD-1 -.y 881.20 881.20 0.00 0.00 861.20 881.20 0.00 0.00 164.00 ,, 180.00 600.00 450.00 20.00 20.00 96.00 96.00 12.50 12.50 0.00 0.00 892.50 738.50 $ -154.00 p r -17.2549% 0.00 F 0.00 255.30 102.12 480.00 593.00 1,235.75 1,235.75 160.00 160.00 0.00 54.00 Loan Terms $111,400.00 30 years 5.5000% $632.52 includes ^X Principal ^X Interest ^ Mortgage Insurance ^X No. ^ Yes, it can rise to a maximum of %. The first change will be on ! 1 and can change again every years after I ! Every change date, your interest rate can increase or decrease by %. Over the I'rfe of the loan, your interest rate is guaranteed to never be IOVVer than °h or higher than %. ^X No. ^ Yes, it can rise to a maximum of $ ^X No. ^ Yes, the first increase can be on I I and the monthly amount owed can rise to $ The maximum it can ever rise to is $ ^X No. ^ Yes, your maximum prepayment penalty is $ ^X No. ^ Yes, you have a balloon payment of $ due in years on I I Note: If you have any questions about the Settlement Charges and Loan Terms listed on this form, please contact your lender. Previous editions are obsolete Page 3 of 4 HUD-1 HUD CERTIFICATION OF BUYER AND SELLER I have carefully reviewed the HUD-1 Settlement Statement and to the best of my knowledge and belief, it is a true and accurate statement of all receipts and disbursements made on my account or by me in this transacction I further certify that I have received a copy of the HUD-1 Settlement Statement. DAVID R. HALL Agent: MATTHEW A. MCKNIGHT Title: agent NANCY B LL Agent: MATTHEW A. MCKNIGHT Title: AGENT ~ ~~~ BETTY J. HA Agent: DAVID R. HALL Title: EXECUTOR Agent: LINDA J. COMP Title: EXECUTOR Agent: The HUD=1 Settlement Statement which I have prepared is a true and accurate account of this transaction I have caused or will cause the funds to be disbursed in accordance with this statement SETTLEMENT AGE DATE WARNING: IT IS A CRIME TO KNOWINGLY MAKE FALSE STATEMENTS TO THE UNITED STATES ON THIS OR ANY SIMILAR FORM PENALTIES UPON CONVICTION CAN INCLUDE A FINE AND IMPRISONMENT. FOR DETAILS SEE TITLE 18: U.S. CODE SECTION 1001 AND SECTION 1010. Previous editions are obsolete Page 4 of 4 HUD-1